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Strategic Investment Solutions’s Wendy's WEN Stock Holding History

Strategic Investment Solutions’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,650
Closed -$24.1K – 685
2025
Q1 		$24.1K Buy
1,650
+110
+7% +$1.65K 0.01% 270
2024
Q4 		$29.7K Sell
1,540
-63
-4% -$1.15K 0.01% 268
2024
Q3 		$28.1K Buy
1,603
+21
+1% +$357 0.01% 246
2024
Q2 		$26.8K Buy
+1,582
New +$28.8K 0.01% 236
2023
Q4 		$28.1K Buy
+1,440
New +$27.7K ﹤0.01% 592
2023
Q2 		– Sell
-1,390
Closed -$30.3K – 981
2023
Q1 		$30.3K Buy
+1,390
New +$30.5K 0.01% 465

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Investment Solutions's WEN Position: Q2 2025 in Review

Strategic Investment Solutions sold out of Wendy's (WEN) in Q2 2025, closing a stake of 1,650 shares — an estimated $24.1K sold.

Strategic Investment Solutions first reported a position in WEN in Q1 2023 and held it in 6 quarters. The position peaked at $30.3K in Q1 2023. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • Strategic Investment Solutions reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 1,650 Wendy's shares in Q2 2025, an estimated $24.1K.
  • Strategic Investment Solutions first reported a position in Wendy's in Q1 2023 and held it in 6 quarters.
  • Strategic Investment Solutions's Wendy's position peaked at $30.3K in Q1 2023.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.